Cloud-Based Client Management Software
Overview
Fit Score
Settle Intelligence
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
RFP Release Date: June 10th, 2026
Questions Deadline: June 15th, 2026
Question Responses Posted: June 18th, 2026
Proposal Due Date: July 13th, 2026
Award Notification: August 5th, 2026
System Configuration and Training Planning: October 1st - November 30th, 2026
Data Migration: December 1st, 2026
Complete Setup, Testing, Training: December 1st - 31st, 2026
System Go-Live: January 1st, 2027
QUESTION DEADLINE
Issuing Agency
Atlanta Regional Commission
DESCRIPTION
A cloud-based client management software solution is required to support programs not funded with state multi-fund grants. The system must enable configuration of business rules, validations, required fields, conditional logic, and provide AI-assisted tools for data validation and duplicate detection in line with agency policy. Key features should include a client self-service portal for appointments, document uploads, and status updates; a centralized data repository with field-level customization, metadata management, and an integrated form builder. Robust data validation, deduplication, and secure document management (including versioning, tagging, retention, and legal holds) are mandatory, as is support for e-signatures and configurable templates.
The software must support detailed tracking and reporting functions, including time capture, service units, rate schedules, service codes, and payer rules. Configurable workflows are required for all steps of the case management cycle, such as intake, eligibility, assessment, service planning, approvals, referrals, follow-ups, and case closure, with all configuration elements—workflows, forms, roles, and the data model—to match agency requirements. API-based integrations should be available as needed. The successful provider will also handle complete data migration—including planning, mapping, extraction, transformation, loading, validation, and reconciliation—as well as a structured go-live plan with support and knowledge transfer. Ongoing support, scheduled upgrades, SLAs, and transparency regarding the software’s development roadmap are expected as part of the maintenance agreement. The initial contract term will be one year.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due July 13, 2026. Questions must be submitted by June 15, 2026.
- Who issued this RFP?
- It was issued by Atlanta Regional Commission. The work is located in Atlanta, Georgia, United States.
- Who is a good fit for this opportunity?
- Experience delivering cloud-based case or client management platforms for public sector or human services agencies
- Capability to provide AI-enabled data validation and self-service client portals
- Proven track record in complex data migration projects
- Ability to configure workflows and integrate via API
- Demonstrated capacity for ongoing support, SLAs, and roadmap transparency
Analysis generated by Settle AI from the source RFP.
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